401(k) Plans

19,321 topics in this forum

1. Cash in lue of fringe benefit counted as comp?

   By Jim Chad, March 13, 2017
   • 2 replies
   • 828 views
   • 
   • Mike Preston
   • March 13, 2017

2. Sched. C Reflects a Loss

   By coleboy, June 2, 2021
   • 2 replies
   • 760 views
   • 
   • Kevin C
   • June 4, 2021

3. 8955 SSA What is column for check box after last name?

   By Jim Chad, September 30, 2011
   • 2 replies
   • 1.1k views
   • 
   • Jim Chad
   • October 1, 2011

4. 401(k) Plan Termination

   By Guest ABABAK, March 7, 2012
   • 2 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • March 8, 2012

5. Controlled Group companies & Testing

   By Alex Daisy, October 3, 2014
   • 2 replies
   • 962 views
   • 
   • Tom Poje
   • October 3, 2014

6. Family Attribution

   By Tom, May 2, 2018
   • 2 replies
   • 621 views
   • 
   • imchipbrown
   • May 2, 2018

7. Daily testing method for coverage

   By Purplemandinga, May 8, 2020
   • 2 replies
   • 636 views
   • 
   • Purplemandinga
   • May 11, 2020

8. Community Land Trust

   By cpc0506, October 23, 2020
   • 2 replies
   • 514 views
   • 
   • Luke Bailey
   • October 23, 2020

9. Correction for untimely Contributions

   By Guest Kathleen, September 29, 1998
   • 2 replies
   • 4.7k views
   • 
   • QDROphile
   • September 29, 1998

10. non-discrim testing for salaried vs. hourly plans

    By Guest le190, February 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • LCARUSI
    • February 23, 1999

11. Order for Correction when failure of more than one limit

    By Guest UKH, July 3, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 5, 2000

12. coverage for employer contributions not made

    By Guest ERIC STRAND, April 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

13. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 26, 2003

14. Plan Expenses

    By Guest stevena1, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2005

15. Harship Distribution

    By Jilliandiz, May 1, 2006
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • May 1, 2006

16. component plans

    By Guest gsi miami, November 28, 2006
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 28, 2006

17. 401(k), Prevailing Wage, ADP Test

    By Guest notapensiongeek, March 13, 2008
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • March 13, 2008

18. 415 Excess

    By justatester, February 4, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2009

19. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.2k views
    • 
    • Alonzo Church
    • October 23, 2020

20. Inplan Roth Rollover

    By ac, December 22, 2020
    • 2 replies
    • 961 views
    • 
    • MWeddell
    • December 22, 2020

21. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

22. recouping contributions to an employee's 401(k) plan

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 13, 2003

23. Asset Charge - Small Business

    By Guest jhilliard, June 16, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2003

24. loan for moving expenses

    By k man, May 7, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2009

25. Plan Termination

    By Guest GreenERISA, January 31, 2012
    • 2 replies
    • 953 views
    • 
    • jpod
    • January 31, 2012

26. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • March 8, 2012

27. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • January 15, 2013

28. Incorrect ADP refund

    By Guest niceguymike1, July 22, 2013
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 22, 2013

29. Amending out of 100% QPSA

    By Craig Garner, November 20, 2014
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • November 21, 2014

30. Earnings on a Corrected Profit Sharing Contribution

    By ac, January 4, 2023
    • 2 replies
    • 497 views
    • 
    • Always Complicated
    • January 6, 2023

31. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

32. LTPT and EACA

    By Gadgetfreak, March 1, 2023
    • 2 replies
    • 440 views
    • 
    • Gadgetfreak
    • March 1, 2023

33. ADP SH and ACP testing Required

    By justatester, February 2, 2024
    • 2 replies
    • 577 views
    • 
    • justatester
    • February 3, 2024

34. Eligibility requirements and entry dates

    By mariemonroe, January 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • Sully
    • January 10, 2008

35. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 30, 2013

36. safe harbor and top heavy

    By pmacduff, August 18, 2014
    • 2 replies
    • 907 views
    • 
    • Tom Poje
    • August 19, 2014

37. Enrollment forms for rehire

    By pam@bbm, September 4, 2015
    • 2 replies
    • 1k views
    • 
    • GMK
    • September 4, 2015

38. Secure Act - starting new 3% SH nonelective plan 3 month rule

    By Will.I.Am, July 1, 2020
    • 2 replies
    • 1.1k views
    • 
    • stbennet
    • July 14, 2020

39. Coverage Testing

    By Catch22PGM, March 30, 2021   

    • control group
    • average benefits test
    • (and 3 more)

      Tagged with:

      • control group
      • average benefits test
      • ratio percentage
      • aggregation group
      • benefits rights and features
    • 2 replies
    • 671 views
    • 
    • Catch22PGM
    • March 31, 2021

40. Plan Sponsor No Longer Member of Controlled Group

    By Guest PLHart, November 29, 1999
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • December 1, 1999

41. Can a partner have a separation from service?

    By Dowist, February 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Dowist
    • March 4, 2000

42. A ridiculous situation

    By Belgarath, September 28, 2023
    • 2 replies
    • 560 views
    • 
    • Belgarath
    • September 29, 2023

43. What actually happens to the money involved in a death benefit when mi

    By John A, February 8, 2001
    • 2 replies
    • 2k views
    • 
    • KJohnson
    • February 8, 2001

44. Is normal retirement age a protected benefit?

    By Guest UKH, April 9, 2001
    • 2 replies
    • 5.2k views
    • 
    • david rigby
    • April 9, 2001

45. Severence Pay

    By Brian Gallagher, July 10, 2003
    • 2 replies
    • 1.8k views
    • 
    • Harwood
    • July 10, 2003

46. Loan Refinancing

    By BTH, July 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 13, 2004

47. Reliance on determination letter

    By Guest VEBA Las Vegas, August 3, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 2004

48. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2005

49. Failed ADP, Leveling and Catch-ups (Oh My!)

    By No Name, April 21, 2005
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 22, 2005

50. Catch Up Question

    By Guest JHeller, March 3, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2011